Skip to main contentUse the Customers section to store customer details and manage their payment
updates.
Customer list
- Search by name or email.
- Pagination shows 10 customers per page.
- Click a customer to view their profile and subscriptions.
Add a customer
- Click Add Customer.
- Enter name, email, and phone (optional).
- Click Create.
Send a payment method update link
From a customer profile:
- Open Customer Actions.
- Choose Update Card (Email) to send the link, or Copy Update Link to
share it yourself.
Create a one-off payment link
Open a customer profile and click One-off Payment to generate a payment
link for a single charge.
Archive or delete a customer
- Archive hides the customer but keeps their data. Customers with active or
paused subscriptions cannot be archived.
- Delete is only available when the customer has no subscriptions, payments,
or saved payment methods.